Apex Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Apex Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	13,000 +124	+1%	+$9.61K	0.64%	36
2026 Q1	$924K	Sell	12,876 -580	-4%	-$43.1K	0.63%	37
2025 Q4	$1.01M	Buy	13,456 +568	+4%	+$41.3K	1.03%	25
2025 Q3	$946K	Buy	12,888 +240	+2%	+$17.2K	0.68%	35
2025 Q2	$885K	Sell	12,648 -23,528	-65%	-$1.54M	0.71%	33
2025 Q1	$2.34M	Sell	36,176 -1,584	-4%	-$106K	2.1%	17
2024 Q4	$2.49M	Buy	+37,760	New	+$2.56M	2.15%	18

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Apex Wealth Management's VO Position: Q2 2026 in Review

Apex Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.96% in Q2 2026, buying an estimated $9.61K and bringing the position to 13,000 shares worth $1.05M. The position accounts for 0.64% of the portfolio, ranked #36.

Apex Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Apex Wealth Management held 13,000 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
Apex Wealth Management bought 124 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.61K.
Vanguard Morningstar Mid-Cap ETF made up 0.64% of Apex Wealth Management's portfolio in Q2 2026, its #36 holding.
Apex Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Apex Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.49M in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.